Strategic Wealth Designers, LLC

Strategic Wealth Designers, LLC (CRD# 165474) is a financial advisory firm headquartered in Louisville, KY. They manage $32,560,000 in 358 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    358
    ACCOUNTS
  • Average Account Value
    $90,950
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IN, KY

Financial Advisors at Strategic Wealth Designers, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jordan Schwartz
CRD#: 6519627
9710 Park Plaza Avenue, Suite 110, Louisville, KY 40241
88
Wealthminder
score

Jordan Schwartz (CRD# 6519627) is an Investment Advisor Representative working at Strategic Wealth Designers, LLC in Louisville, KY and has over 2 years of experience in the finance industry.

2
Dustin Stanley
CRD#: 6402870
9710 Park Plaza Avenue, Suite 110, Louisville, KY 40241
76
Wealthminder
score

Dustin Stanley (CRD# 6402870) is an Investment Advisor Representative working at Strategic Wealth Designers, LLC in Louisville, KY and has over 2 years of experience in the finance industry.

3
Matthew J. Dicken
CRD#: 2882253
9710 Park Plaza Avenue, Suite 110, Louisville, KY 40241
48
Wealthminder
score

Matthew Dicken (CRD# 2882253) is an Investment Advisor Representative working at Strategic Wealth Designers, LLC in Louisville, KY and has over 16 years of experience in the finance industry.

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